Rice Pontes Capital, Inc.

Rice Pontes Capital, Inc. (CRD# 40056) is a financial advisory firm headquartered in San Ramon, CA. They manage $95,196,247 in 270 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    95
    MILLION
  • Total Number of Accounts
    270
    ACCOUNTS
  • Average Account Value
    $352,579
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Rice Pontes Capital, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Anthony J. Pontes
CRD#: 1496668
2001 Crow Canyon Road, Suite 150, San Ramon, CA 94583
93
Wealthminder
score

Anthony Pontes (CRD# 1496668) is an Investment Advisor Representative working at Rice Pontes Capital, Inc. in San Ramon, CA and has over 22 years of experience in the finance industry.

2
David R. Rice
CRD#: 1233413
2001 Crow Canyon Road, Suite 150, San Ramon, CA 94583
93
Wealthminder
score

David Rice (CRD# 1233413) is an Investment Advisor Representative working at Rice Pontes Capital, Inc. in San Ramon, CA and has over 32 years of experience in the finance industry.

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